CMPAX Mutual Fund

NAV$25.83

Returns Overview

1 Month
+6.61%
3 Months
+11.89%
6 Months
+9.05%
YTD
+8.58%
1 Year
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+10.82%
vs Peers
-2.24%

CMPAX Mutual Fund Performance

CMPAX performance across multiple time periods: 1-month 6.61%, YTD 8.58%, 1-year 5.42%.

CMPAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

CMPAX performance comparison shows side-by-side returns with another fund. CMPAX alternatives are available in the Mutual Fund Screener.